You may want to run a Gift Aid Campaign or just report on constituent profiles that do not have a valid Gift Aid declaration, this article runs through the key steps to do just this...   To do this you will need to: Find and Tag all those with a v...

Graham Bell

July 06, 2021 15:57

All data on Donorfy is backed up throughout the day at regular intervals via our Microsoft Azure Server. This is described in more detail on the Microsoft website here. Further to this a daily backup to AWS backups in case anything catastrophic oc...

Graham Bell

May 18, 2021 12:58

If you are not able to log in due to your password either not working or you’ve forgotten your password, you can easily reset the password by requesting a new one. To request a new password from your login page (https://app.donorfy.com/) Click on...

Graham Bell

January 23, 2019 12:11

To change your username or change or reset your password sign on to Donorfy - your  initials will be displayed at the top on the righthand side - see example below     When you click on your name a form will be displayed that will enable you to m...

Ben Brett

April 27, 2015 07:40

We are often asked about whether it is possible to add a totaliser to a charities campaign appeal web page.   Whilst the ability to draw campaign summary data via the API to be able to display the total on a webpage is unfortunately not something ...

Graham Bell

March 26, 2021 16:10

When creating a Donorfy account, the person setting up your Donorfy database will have agreed to the following items: Terms and Conditions Privacy Notice Agreed to pay via Direct Debit - Professional Plan Sometimes, the documents for these items...

Graham Bell

January 16, 2020 09:30

Do you have an idea to improve Donorfy? Great, we'd love to hear your suggestion! You can submit your suggestion via the feature update requests page which you can access directly from the options under your User Profile (your initials in the top ...

Graham Bell

March 01, 2019 16:54

If you create a download file which includes names or addresses containing diacritics (i.e. accents) then you may find that when you open the file in Excel that the diacritics are not properly displayed - however if you open the file in other prog...

Ben Brett

January 09, 2017 15:02

Very occasionally screens in Donorfy may not display properly - For example: The constituent profile may not be aligned correctly Constituent details panels may be missing or be blank Dashboard tiles may not be displaying Your browser stores som...

Ben Brett

June 19, 2018 07:20

If the dates in Donorfy are not shown in UK format (dd/MM/yyyy) then this normally means your browser has not been set to show UK dates.  It's very simple to change the settings on your browser.    If you are using Google Chrome: Go to Chrome Opt...

Permanently deleted user

June 02, 2015 17:22

If your dates are displaying in US format try these steps - open System Preferences on your Mac and then go into Language & Region Use the + button to add the correct language (e.g. English (UK)) to the preferred language list Make sure the lang...

Ben Brett

April 01, 2016 09:38

You need to be a Donorfy admin to do this - go to Settings and click on Account Select the Donorfy Settings tab - your Donorfy API key will be displayed.

Ben Brett

May 08, 2015 14:11

Donorfy sends notifications when you appear to have signed in from a new device - this is a warning in case someone is using your sign-on. The notification includes information about when and where the sign on happened, for example:   The locatio...

Ben Brett

May 11, 2017 12:51

You can copy a constituent's address to your clipboard so you can paste it into another document - e.g. in Word. If the constituent has a postal address a copy to clipboard button is shown above the address - as shown in the example below  When y...

Ben Brett

November 02, 2018 11:12

You may get items in your Send to Donorfy review list with strange email addresses or email addresses you do not recognise - see example below. This can happen when you forward an email you have received to your Send to Donorfy email address - Don...

Ben Brett

January 25, 2017 10:41

The way in which are displayed in Donorfy or appear after being uploaded or downloaded can occasionally take a different format from what you were expecting. For example, you may have uploaded a file containing dates that appeared to be dd/mm/yyyy...

Ben Brett

May 05, 2016 17:27